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Eric Daniel Figarsky

Clearview Wealth Management

Irvine, CA

CRD 5444612

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Employer firm

Clearview Wealth Management CRD 288978

$179M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Clearview Wealth Management

4 Venture Suite 120, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-13
CA RA APPROVED 2018-03-06
  • TX RA
    APPROVED
    Since 2021-09-13
  • CA RA
    APPROVED
    Since 2018-03-06

Branch Locations

4 Venture Suite 120, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Finanical Network Waltham MA 01/2010 05/2019
Clearview Wealth Management Irvine CA 01/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2009-05-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones

Nearby Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA

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